Echo Street Capital Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,560
| Closed | -$1.3M | – | 366 |
|
|
2023
Q3 | $1.3M | Sell |
3,560
-337,247
| -99% | -$133M | 0.01% | 121 |
|
|
2023
Q2 | $137M | Sell |
340,807
-18,066
| -5% | -$6.6M | 1.17% | 32 |
|
|
2023
Q1 | $124M | Sell |
358,873
-4,438
| -1% | -$1.56M | 1.11% | 40 |
|
|
2022
Q4 | $122M | Sell |
363,311
-184,342
| -34% | -$60.8M | 1.18% | 39 |
|
|
2022
Q3 | $167M | Buy |
547,653
+2,802
| +0.5% | +$1M | 1.6% | 13 |
|
|
2022
Q2 | $184M | Sell |
544,851
-15,257
| -3% | -$5.44M | 1.67% | 8 |
|
|
2022
Q1 | $230M | Buy |
560,108
+120,558
| +27% | +$49.1M | 1.66% | 7 |
|
|
2021
Q4 | $207M | Buy |
439,550
+3,199
| +0.7% | +$1.46M | 1.39% | 14 |
|
|
2021
Q3 | $185M | Sell |
436,351
-24,006
| -5% | -$10.4M | 1.3% | 18 |
|
|
2021
Q2 | $189M | Sell |
460,357
-29,125
| -6% | -$11.2M | 1.46% | 10 |
|
|
2021
Q1 | $173M | Buy |
489,482
+45,112
| +10% | +$15M | 1.54% | 8 |
|
|
2020
Q4 | $146M | Buy |
444,370
+126,193
| +40% | +$42.6M | 1.46% | 10 |
|
|
2020
Q3 | $115M | Sell |
318,177
-27,406
| -8% | -$9.67M | 1.97% | 5 |
|
|
2020
Q2 | $114M | Buy |
345,583
+49,383
| +17% | +$14.8M | 1.35% | 9 |
|
|
2020
Q1 | $72.6M | Buy |
296,200
+72,748
| +33% | +$20M | 1.56% | 13 |
|
|
2019
Q4 | $61M | Buy |
223,452
+18,977
| +9% | +$4.93M | 0.94% | 33 |
|
|
2019
Q3 | $50.1M | Buy |
204,475
+34,921
| +21% | +$8.73M | 0.85% | 39 |
|
|
2019
Q2 | $38.6M | Sell |
169,554
-96,697
| -36% | -$21.1M | 0.68% | 47 |
|
|
2019
Q1 | $56.1M | Buy |
266,251
+35,250
| +15% | +$6.83M | 1.1% | 20 |
|
|
2018
Q4 | $39.3M | Buy |
231,001
+62,864
| +37% | +$11.3M | 0.99% | 27 |
|
|
2018
Q3 | $32.9M | Buy |
168,137
+17,667
| +12% | +$3.65M | 0.73% | 51 |
|
|
2018
Q2 | $30.7M | Sell |
150,470
-7,869
| -5% | -$1.55M | 0.75% | 48 |
|
|
2018
Q1 | $30.3M | Buy |
158,339
+21,554
| +16% | +$3.98M | 0.88% | 35 |
|
|
2017
Q4 | $23.2M | Sell |
136,785
-57,993
| -30% | -$9.47M | 0.7% | 47 |
|
|
2017
Q3 | $30.4M | Buy |
194,778
+45,122
| +30% | +$6.86M | 1.04% | 32 |
|
|
2017
Q2 | $21.8M | Buy |
149,656
+9,545
| +7% | +$1.33M | 0.81% | 45 |
|
|
2017
Q1 | $18.3M | Sell |
140,111
-86,898
| -38% | -$10.8M | 0.62% | 63 |
|
|
2016
Q4 | $24.4M | Buy |
227,009
+193,355
| +575% | +$23.1M | 0.97% | 27 |
|
|
2016
Q3 | $4.26M | Sell |
33,654
-108,383
| -76% | -$13M | 0.18% | 135 |
|
|
2016
Q2 | $15.2M | Buy |
+142,037
| New | +$15.2M | 0.64% | 55 |
|
Other funds holding SPGI
Echo Street Capital Management's SPGI Position: Q4 2023 in Review
Echo Street Capital Management sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 3,560 shares — an estimated $1.3M sold.
Echo Street Capital Management first reported a position in SPGI in Q2 2016 and held it in 30 quarters. The position peaked at $230M in Q1 2022. 1,768 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.
- Echo Street Capital Management reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
- Echo Street Capital Management sold 3,560 S&P Global shares in Q4 2023, an estimated $1.3M.
- Echo Street Capital Management first reported a position in S&P Global in Q2 2016 and held it in 30 quarters.
- Echo Street Capital Management's S&P Global position peaked at $230M in Q1 2022.
- 1,768 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.
Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.